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GenWealth Group

Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, SCHV, VUG, IEF, VOO, and represent 39.90% of GenWealth Group's stock portfolio.
Added to shares of these 10 stocks: VGLT, IAU, IEF, ZROZ, USDU, DIA, IVV, SCHD, SPYV, QQQ.
Started 5 new stock positions in GOOGL, ORCL, IJR, COP, SCHD.
Reduced shares in these 10 stocks: VUG, QLD, IWP, IJH, SSO, SPLG, SPYG, VOO, OEF, SPY.
GenWealth Group was a net buyer of stock by $6.0M.
GenWealth Group has $537M in assets under management (AUM), dropping by 8.31%.
Central Index Key (CIK): 0001713678

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Positions held by GenWealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GenWealth Group

GenWealth Group holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.8	$52M	+5%	721k	72.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$45M		1.5M	29.11	View chart
Vanguard Index Fds Growth Etf (VUG)	7.9	$42M	-4%	88k	479.61	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	7.4	$40M	+6%	413k	96.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$35M		57k	612.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.9	$26M	-3%	185k	142.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.8	$26M	-3%	398k	65.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$25M		42k	600.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$24M		36k	669.30	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	4.2	$22M		48k	463.74	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	4.1	$22M	+10%	326k	67.96	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.4	$18M	+19%	321k	56.86	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.1	$17M	+8%	638k	26.39	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.4	$13M	-4%	164k	78.34	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.2	$12M	-4%	112k	104.51	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.1	$11M	+2%	200k	55.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$10M	-2%	15k	666.18	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.8	$9.6M	-5%	86k	112.13	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.7	$9.3M	-14%	68k	137.20	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.6	$8.3M		78k	107.28	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$5.7M	-3%	17k	332.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$4.1M	-4%	8.8k	468.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$4.0M	-2%	125k	31.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$3.8M	-3%	32k	120.72	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$3.7M		64k	57.31	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$3.5M	+2%	86k	40.70	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$3.3M	-2%	31k	104.30	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.6	$3.1M		52k	60.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.9M		14k	206.50	View chart
Apple (AAPL)	0.5	$2.7M	-4%	10k	254.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.3M		6.3k	365.48	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$2.3M	+2%	91k	25.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.3M	+3%	12k	186.49	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.4	$2.1M		79k	26.95	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$1.7M	-2%	16k	110.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.7M	+11%	8.4k	203.59	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$1.6M		18k	90.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.5M	-3%	57k	26.34	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.3	$1.4M		49k	28.90	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M		4.0k	315.43	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.0M	+6%	6.4k	162.48	View chart
Meta Platforms Cl A (META)	0.2	$980k	-14%	1.3k	734.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$960k		8.0k	119.51	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$890k	-2%	3.3k	273.65	View chart
Johnson & Johnson (JNJ)	0.1	$661k		3.6k	185.42	View chart
Microsoft Corporation (MSFT)	0.1	$591k	-3%	1.1k	517.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$539k		1.1k	502.74	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$513k		5.8k	87.88	View chart
Tesla Motors (TSLA)	0.1	$455k		1.0k	444.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$444k	+38%	8.8k	50.27	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$436k	-3%	4.2k	103.00	View chart
First Tr Exchange-traded SHS (QQEW)	0.1	$425k	+97%	3.0k	141.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$425k	-2%	3.8k	112.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$416k		2.5k	164.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$389k	NEW	14k	27.30	View chart
Amgen (AMGN)	0.1	$388k		1.4k	282.20	View chart
At&t (T)	0.1	$358k	-10%	13k	28.24	View chart
Allstate Corporation (ALL)	0.1	$344k		1.6k	214.65	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$333k	-29%	2.0k	166.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$325k	-5%	1.3k	243.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$295k		9.3k	31.62	View chart
Automatic Data Processing (ADP)	0.1	$270k	+29%	920.00	293.50	View chart
Oracle Corporation (ORCL)	0.0	$247k	NEW	877.00	281.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$246k	-8%	330.00	746.63	View chart
Verizon Communications (VZ)	0.0	$245k		5.6k	43.95	View chart
Honeywell International (HON)	0.0	$239k		1.1k	210.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$222k	NEW	914.00	243.10	View chart
Eli Lilly & Co. (LLY)	0.0	$214k		280.00	763.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$212k		3.5k	60.03	View chart
Marriott Intl Cl A (MAR)	0.0	$210k		807.00	260.44	View chart
Emerson Electric (EMR)	0.0	$204k		1.6k	131.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$203k	NEW	1.7k	118.86	View chart
ConocoPhillips (COP)	0.0	$202k	NEW	2.1k	94.59	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$175k		15k	11.60	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$98k		11k	9.24	View chart

Past Filings by GenWealth Group

SEC 13F filings are viewable for GenWealth Group going back to 2017

GenWealth Group 2025 Q3 filed Nov. 14, 2025
GenWealth Group 2025 Q2 filed July 16, 2025
GenWealth Group 2025 Q1 filed April 10, 2025
GenWealth Group 2024 Q4 filed Jan. 15, 2025
GenWealth Group 2024 Q3 filed Oct. 11, 2024
GenWealth Group 2024 Q2 filed July 17, 2024
GenWealth Group 2024 Q1 filed April 11, 2024
GenWealth Group 2023 Q4 filed Jan. 11, 2024
GenWealth Group 2023 Q3 filed Nov. 13, 2023
GenWealth Group 2023 Q2 filed July 13, 2023
GenWealth Group 2023 Q1 filed April 11, 2023
GenWealth Group 2022 Q4 filed Jan. 19, 2023
GenWealth Group 2022 Q3 filed Oct. 14, 2022
GenWealth Group 2022 Q2 filed July 28, 2022
GenWealth Group 2022 Q1 filed May 5, 2022
GenWealth Group 2021 Q4 filed Feb. 10, 2022

View all past filings

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